Curran Financial Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,830	Closed	-$5.05M	–	132
2025 Q4	$5.05M	Buy	12,830 +372	+3%	+$146K	0.96%	30
2025 Q3	$4.94M	Sell	12,458 -370	-3%	-$141K	0.98%	28
2025 Q2	$4.65M	Buy	+12,828	New	+$4.35M	1.03%	26
2025 Q1	–	Sell	-13,361	Closed	-$5.02M	–	102
2024 Q4	$5.02M	Sell	13,361 -564	-4%	-$204K	1.32%	26
2024 Q3	$4.74M	Sell	13,925 -202	-1%	-$64.5K	1.35%	26
2024 Q2	$4.41M	Sell	14,127 -35	-0.2%	-$10.7K	1.48%	24
2024 Q1	$4.5M	Buy	14,162 +1	+0%	+$305	1.56%	22
2023 Q4	$4.19M	Buy	+14,161	New	+$3.95M	1.61%	25
2023 Q3	–	Sell	-15,821	Closed	-$4.48M	–	82
2023 Q2	$4.48M	Buy	15,821 +372	+2%	+$95.9K	1.95%	19
2023 Q1	$3.9M	Buy	+15,449	New	+$3.76M	1.85%	20
2022 Q2	–	Sell	-26,511	Closed	-$8.09M	–	69
2022 Q1	$8.09M	Buy	+26,511	New	+$8.07M	3.33%	9
2021 Q4	–	Sell	-22,650	Closed	-$7.02M	–	80
2021 Q3	$7.02M	Buy	22,650 +2,545	+13%	+$808K	3.59%	11
2021 Q2	$6.31M	Buy	20,105 +3,238	+19%	+$993K	3.47%	10
2021 Q1	$4.98M	Buy	16,867 +1,682	+11%	+$488K	3.58%	10
2020 Q4	$4.18M	Buy	+15,185	New	+$3.86M	3.58%	9